Title: “Improving Women’s Access to Financial Literacy”
Guest: Michelle Taylor – Women in Wealth Initiative
Interviewer: Jonathan Freedman – Mage LLC
Phil Sharkey
“Finance for Positive Change” with Andy Posner of Capital Good Fund
Title: “Finance for Positive Change”
Guest: Andy Posner – Capital Good Fund
Interviewer: Jeffrey Davis – Mage LLC
“Money Management for Millennials” with T.J. van Gerven of Modern Wealth Builders
Title: “Money Management for Millennials”
Guest: T.J. van Gerven – Modern Wealth Builders
Interviewer: Jeffrey Davis – Mage LLC
“Redefining and Reframing Finances” with Ruchi Pinniger of Watch Her Prosper
Title: “Redefining and Reframing Finances”
Guest: Ruchi Pinniger – Watch Her Prosper
Interviewer: Jeffrey Davis – Mage LLC
“Making Financial Services Accessible” with Jack Boudreau of Habits
Title: “Making Financial Services Accessible”
Guest: Jack Boudreau – Habits
Interviewer: Jeffrey Davis – Mage LLC
“Supporting Entrepreneurs with Financial Services” with Provident Financial Services
Title: “Supporting Entrepreneurs with Financial Services”
Guest: Ben Risser – Provident Financial Services
Interviewer: Jeffrey Davis – Mage LLC
“A Full Financial Partner” with Priya Chanduraj of FinTeam One
Title: “A Full Financial Partner”
Guest: Priya Chanduraj – FinTeam One
Interviewers: Jeffrey Davis – Mage LLC, Evan Macedo – Sapers & Wallack
“Holistic Corporate Financial Tools” with Dan Fletcher of Planful
Title: “Holistic Corporate Financial Tools”
Guest: Dan Fletcher – Planful
Interviewer: Jonathan Freedman – Mage LLC
“Super Regional Commercial Banking” with Colin March of KeyBank
Title: “Super Regional Commercial Banking”
Guest: Colin March – KeyBank
Interviewers: Jonathan Freedman – Mage LLC, Evan Macedo – Sapers & Wallack
“Balancing Benefits“ with Doug Dustin of Sentinel Group
Title: “Balancing Employee Benefits”
Guest: Doug Dustin of Sentinel Group
Interviewers: Jonathan Freedman – Mage LLC, Evan Macedo – Sapers & Wallack
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